About SFA Wealth Management
Trusted Since 2006
Larry Roby, Cindee Roby, Melody Pinkston, and David Globke make up the team that is SFA Wealth Management. They are highly qualified financial professionals who are passionate about helping individuals and families achieve their ideal retirement by emphasizing strategies focused on Protection, Savings, and Growth.
Meet the SFA Team
Larry Roby
President & CEO
Cindee Roby
Partner
Melody Pinkston
COO & Partner
David Globke
Vice President
Karmen Ramirez
Administrative Assistant
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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information and should not be considered a solicitation for the purchase or sale of any security.
We take protecting your data and privacy very seriously. As of January 1, 2020, the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.
Investment Advisory Services offered through Brookstone Capital Management, LLC (BCM), a Registered Investment Advisor. SFA and BCM are independent of each other. Insurance products and services are not offered through BCM but are offered and sold through individually licensed and appointed agents.
The content of this website is provided for informational purposes only and is not a solicitation or recommendation of any investment strategy. Investments and/or investment strategies involve risk including the possible loss of principal. There is no assurance that any investment strategy will achieve its objectives.
SFA Wealth Management & Senior Financial Advisors is not affiliated with or endorsed by the Social Security Administration or any other government agency.
Fiduciary duty extends solely to investment advisory advice and does not extend to other activities such as insurance or broker dealer services. Advisory clients are charged a monthly fee for assets under management while insurance products pay a commission, which may result in a conflict of interest regarding compensation.
Index or fixed annuities are not designed for short term investments and may be subject to caps, restrictions, fees and surrender charges as described in the annuity contract. Guarantees are backed by the financial strength and claims paying ability of the issuer.
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